TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 20.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$3.79M
3
+$2.69M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$1.6M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.41M

Top Sells

1
+$2.54M
2
+$1.72M
3
+$1.42M
4
PTLO icon
Portillo's
PTLO
+$1.25M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.15M

Sector Composition

1 Technology 9.41%
2 Financials 6.87%
3 Healthcare 3.84%
4 Consumer Discretionary 3.03%
5 Industrials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$146K 0.05%
12,221
252
$139K 0.04%
+3,946
253
$136K 0.04%
+12,356
254
$129K 0.04%
+10,070
255
$123K 0.04%
+132,250
256
$109K 0.04%
+33,167
257
$92.5K 0.03%
+15,165
258
$81.1K 0.03%
16,450
259
– –
-11,678
260
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-11,858
261
– –
-21,658
262
– –
-6,750
263
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-34,510
264
– –
-16,323
265
– –
-23,017
266
– –
-7,821
267
– –
-8,554
268
– –
-18,676
269
– –
-12,000
270
– –
-15,925
271
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-11,040
272
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-6,444
273
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-26,824
274
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-29,004
275
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-501
8 9 10
11
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